Professionals

Wade D. Egmon, CPA, CFP^®
Client Service Manager

Education:

M.P.A., Accounting, University of Texas at Austin, 2002
B.A., Accounting, Texas Lutheran University, 2001
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER^TM Certificant

Experience and Background:

Prior to joining Goodman Financial, Wade served as a financial planner and income tax resource for a family office in Houston offering clients comprehensive financial planning services and targeted analysis. Additionally, Wade has five years of Big Four and small-firm tax experience, specializing in tax compliance and planning for high net worth individuals.

Affiliations, Current and Past:

Member, Financial Planning Association
Member, FPA of Houston
Member, Personal Financial Planning Committee, Houston CPA Society
Member, Pro Bono Committee, FPA of Houston
Member, Texas Society of CPAs
Member, Houston CPA Society
Member, Young Texans Against Cancer
Member, Texas Exes